PINNACLE ASSOCIATES LTD - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 375 filers reported holding ISHARES U S ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$4,931,270
+2.3%
98,843
+2.0%
0.09%
+9.5%
Q2 2023$4,818,355
+2.6%
96,910
+2.3%
0.08%
-12.5%
Q1 2023$4,696,512
+10.3%
94,688
+9.6%
0.10%
+3.2%
Q4 2022$4,258,496
-14.8%
86,432
-14.9%
0.09%
-19.1%
Q3 2022$5,001,000
-64.9%
101,514
-64.9%
0.12%
-62.9%
Q2 2022$14,235,000
-5.1%
288,979
-4.5%
0.31%
+17.0%
Q1 2022$14,998,000
+4.3%
302,555
+5.1%
0.26%
+6.9%
Q4 2021$14,378,000
+9.7%
287,843
+10.1%
0.25%
+2.5%
Q3 2021$13,108,000
+10.5%
261,438
+10.6%
0.24%
+13.1%
Q2 2021$11,859,000
+14.9%
236,406
+15.0%
0.21%
+8.6%
Q1 2021$10,321,000
+21.0%
205,633
+21.0%
0.20%
+13.9%
Q4 2020$8,527,000
+16.0%
169,961
+15.8%
0.17%
-1.1%
Q3 2020$7,354,000
+7.0%
146,749
+6.8%
0.18%
+3.6%
Q2 2020$6,871,000
+10.6%
137,384
+7.2%
0.17%
-10.6%
Q1 2020$6,214,000
+0.9%
128,146
+4.5%
0.19%
+40.0%
Q4 2019$6,159,000
+9.0%
122,577
+9.2%
0.14%
+1.5%
Q3 2019$5,649,000
+213.1%
112,215
+213.1%
0.13%
+216.7%
Q2 2019$1,804,000
+27.6%
35,844
+27.3%
0.04%
+31.2%
Q1 2019$1,414,000
+579.8%
28,154
+577.1%
0.03%
+700.0%
Q4 2017$208,000
-0.5%
4,1580.0%0.00%0.0%
Q3 2017$209,000
-7.1%
4,158
-7.2%
0.00%0.0%
Q2 2017$225,0004,4830.00%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2020
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders